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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,020 | $138,076-92.0% | $123,553-91.1% | $135,380-91.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.38% | 153.70%-157.1pp | 119.21%-122.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $3,728 | $5,152-27.6% | $4,628-19.5% | $4,779-22.0% |
| Participant deferral / active EE | $5,367 | $6,800-21.1% | $6,426-16.5% | $5,609-4.3% |
| Admin fee / account holder | $7,321 | $10,917-32.9% | $9,284-21.1% | $10,828-32.4% |